Simplicity Wealth’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Simplicity Wealth’s Portfolio AAAU Stock Details AAAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$778K	Sell	19,656 -423	-2%	-$18.8K	0.03%	504
2026 Q1	$927K	Buy	20,079 +674	+3%	+$32.4K	0.05%	308
2025 Q4	$826K	Buy	19,405 +965	+5%	+$39.5K	0.05%	324
2025 Q3	$703K	Buy	+18,440	New	+$630K	0.04%	373
2025 Q2	–	Sell	-15,611	Closed	-$482K	–	586
2025 Q1	$482K	Buy	+15,611	New	+$442K	0.04%	347

Other funds holding AAAU

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HWM

Heirloom Wealth Management Greenwood Village, Colorado $690M AUM 16.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Simplicity Wealth's AAAU Position: Q2 2026 in Review

Simplicity Wealth reduced its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 2.1% in Q2 2026, selling an estimated $18.8K and leaving 19,656 shares worth $778K. The position accounts for 0.03% of the portfolio, ranked #504.

Simplicity Wealth first reported a position in AAAU in Q1 2025 and has held it in 5 quarters since. The position peaked at $927K in Q1 2026. 243 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

Simplicity Wealth held 19,656 shares of Goldman Sachs Physical Gold ETF Shares worth $778K as of Q2 2026.
Simplicity Wealth sold 423 Goldman Sachs Physical Gold ETF Shares shares in Q2 2026, an estimated $18.8K.
Goldman Sachs Physical Gold ETF Shares made up 0.03% of Simplicity Wealth's portfolio in Q2 2026, its #504 holding.
Simplicity Wealth first reported a position in Goldman Sachs Physical Gold ETF Shares in Q1 2025 and has held it in 5 quarters since.
Simplicity Wealth's Goldman Sachs Physical Gold ETF Shares position peaked at $927K in Q1 2026.
243 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.